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| Reality Financial Planning Services LLC
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|---|---|
| CRD # | 143352 |
| SEC # | 801-134520 |
| CIK # | 0002110687 |
| AUM | 125.9 M (2026-03-20) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 941-366-5700 |
| Address | 3947 Clark Road Sarasota, FL 34233 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.3 | ||
| J P Morgan Chase & Co | 0.3 | ||
| Microsoft Corp | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 181 | 54.4 |
| (b) Individuals (high net worth individuals) | 33 | 68.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 477 | 125.9 |
| By Discretionary | ||
| Discretionary | 477 | 125.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 477 | 125.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 125.6 | |
| Total | 477 | 125.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110687] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 29 |
| Serves | Retail, Research |
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